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  1. New Invoicing | Files - Ability to attach files before adding contact

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    27 comments  ·  For small businesses » Business features  ·  Admin →
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    under review  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, further to my recent update about our teams looking closer into the flows around attaching files to invoices, our product team have also started more research to get a better sense of our invoicing users for future improvements. We wanted to reach out to you all here to invite you to contribute through this survey. All your feedback will be deeply valuable to the team. 

    I’ll keep you updated on any progress around this idea specifically.

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    Simon Marshall commented  · 

    Is there any more news on this issue?

    I fill out all the details for the invoice from the file that I previously upload to Xero.

    Until I can attach the file I dont know the contact details which the new invoice system demands to be the initial step.

    This is critical in our business.

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    Simon Marshall commented  · 

    The new invoicing page no longer allows you to attach/upload a file without filling out a contacts details first.

    We manually take images and upload them with the Xero App of our handwritten "in the scheme sales forms" which have all the HMRC required details filled out by the customer at the time of purchase.

    Previously I could create a new invoice, immediately attach the image of the form from Xero's Files library and then fill out all the details regarding the customer, and sales information from the image.

    Now you must put the customers details in first which I dont have unless until I view the form. please can the restriction be lifted.

    Simon Marshall supported this idea  ·